Leading Business Development
2 weeks ago
Job Title:
Client Partnerships Leader
Role Overview
The Client Partnerships Leader will be responsible for spearheading outbound business development and consultative sales to high net worth individuals, family offices, and other key clients.
Key Responsibilities:
- Develop and execute a sales strategy to acquire new clients and expand existing relationships
- Communicate the company's investment strategies clearly, highlighting the benefits of our AI-driven approach
- Own the end-to-end client journey, from sale to onboarding and relationship building
- Collaborate with internal teams to gather client feedback and influence product direction
- Utilize modern tools, such as AI agents and CRM software, to streamline processes and improve efficiency
Required Skills and Qualifications:
- 5+ years of experience in wealth management, private banking, or a related field
- Strong academic background and willingness to obtain relevant certifications
- Proven track record of managing high-value relationships, particularly with younger or tech-savvy clients
- Ambitious mindset, with a bias towards action and a desire to drive growth
Benefits
At Stellar Capital Management, we value innovation, teamwork, and customer satisfaction. Our fast-paced environment is perfect for individuals who thrive in freedom and take ownership of their work.
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